BHWM
WBA

Beaird Harris Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Beaird Harris Wealth Management’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,636
Closed -$53.2K – 766
2025
Q2 		$53.2K Buy
4,636
+1,272
+38% +$14.2K ﹤0.01% 243
2025
Q1 		$37.6K Hold
3,364
– – ﹤0.01% 247
2024
Q4 		$31.4K Buy
+3,364
New +$31.2K ﹤0.01% 274
2024
Q3 		– Sell
-3,029
Closed -$36.6K – 704
2024
Q2 		$36.6K Sell
3,029
-5
-0.2% -$85 ﹤0.01% 248
2024
Q1 		$65.8K Sell
3,034
-4
-0.1% -$89 0.01% 182
2023
Q4 		$79.3K Sell
3,038
-14
-0.5% -$313 0.01% 157
2023
Q3 		$67.9K Sell
3,052
-26
-0.8% -$691 0.01% 148
2023
Q2 		$87.7K Sell
3,078
-4
-0.1% -$130 0.01% 138
2023
Q1 		$107K Hold
3,082
– – 0.02% 125
2022
Q4 		$115K Hold
3,082
– – 0.02% 123
2022
Q3 		$97K Buy
+3,082
New +$114K 0.02% 117
2022
Q2 		– Sell
-100
Closed -$4K – 623
2022
Q1 		$4K Sell
100
-100
-50% -$4.92K ﹤0.01% 465
2021
Q4 		$10K Buy
+200
New +$9.69K ﹤0.01% 407

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Beaird Harris Wealth Management's WBA Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 4,636 shares — an estimated $53.2K sold.

Beaird Harris Wealth Management first reported a position in WBA in Q4 2021 and held it in 13 quarters. The position peaked at $115K in Q4 2022. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4,636 Walgreens Boots Alliance shares in Q3 2025, an estimated $53.2K.
  • Beaird Harris Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 13 quarters.
  • Beaird Harris Wealth Management's Walgreens Boots Alliance position peaked at $115K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.